David Roosevelt is a registered investment advisor at Roosevelt Capital Management LLC, based in Dallas, TX, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable at the discretion of Roosevelt Capital Management and dependent on the mix of products utilized by the client.
Fee Estimator
Location
5956 Sherry Lane, Suite 1650, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is an employee in his family's family office, actively engaged in oil and gas projects, investing in bond and equity markets, and private credit. He plans to continue this work after White Lake Capital Management LLC receives its registration.
Employment History
Current Registrations
Roosevelt Capital Management LLC
State Registrations1 state
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